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sales-pipeline-report

Aggregate deal data and prospect analyses across all clients into an executive-ready pipeline report with both Markdown and PDF output.

  • Area: Sales & Clients
  • Category: sales
  • Level: intermediate
  • Input: conversation
  • Output: document
  • Setup: none
  • Roles: CEO / Founder, Head of Sales

Generate sales pipeline reports with PDF output.

How you ask

  • “Generate a sales pipeline report with all active deals”
  • “Create a pipeline health dashboard with score distribution”
  • “Produce a forecast report across all client prospects”
  • “Export the pipeline summary as a PDF report”

Inputs

  • lead-records — Canonical lead records, one folder per lead; select only notes whose frontmatter type is lead.
  • deal-records — Deal records aggregated into the pipeline view.
  • prospect-analyses — Prospect audit output, consumed as report input.
  • brand-theme — Brand theme applied to the PDF deliverable.
  • period — Reporting period; defaults to the current quarter
  • include_clients — Clients to include; defaults to all non-demo clients
  • client_id — Restrict the report to one client
  • stage — Restrict to one pipeline stage (lead | lost | negotiation | proposal | qualified | won)

Outputs

  • pipeline-report (markdown)
  • pipeline-report-pdf (pdf)
  • {company.sales}/reports/pipeline_report_{YYYY-MM-DD}.md
  • {company.sales}/reports/pipeline_report_{YYYY-MM-DD}.pdf